
Examining export bans on UBC and mills in China
China is on a steep learning curve to appreciate the advantage of using recycled metals in its downstream fabrication plants.
China is on a steep learning curve to appreciate the advantage of using recycled metals in its downstream fabrication plants.
Most of the world’s global non-ferrous futures business is conducted on the LME’s three trading platforms, totaling $18 trillion, 178 million lots and 4 billion tonnes with a market open interest high of 1.8 million lots in 2024.
Indonesia is grabbling a lot of attention these days, thanks to ambitious plans by Chinese investors to bet big on aluminum smelting. This is not the first time that Indonesia has captured the attention of the aluminum industry.
There are plenty of opportunities to make money in scrap
Rising Midwest and European premiums are giving Canadian aluminum producers a rare boost, restoring pricing power just ahead of key 2026 negotiations.
Volatile LME spreads may not directly dictate physical aluminum prices, but with tight inventories, rising Midwest premiums, and traders creating "artificial contangoes", financing costs are increasingly being pushed into the physical market.
If you are long the front and over the stock, you are now the market’s liquidity provider.
Addressing the risk before it turns into another crisis.
Didn’t catch the live webinar? We broke down where these numbers come from and its implications for scrap players and semi-fabricated producers.
With new tariffs hitting hard, FTZs could be the pressure valve for downstream buyers who know how to play the game.